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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,906 | $112,933-70.9% | $90,970-63.8% | $158,982-79.3% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 24.88% | 215.82%-190.9pp | 134.60%-109.7pp | 302.99%-278.1pp |
| Employer contribution / active EE | $2,380 | $2,893-17.8% | $2,122+12.1% | $4,763-50.0% |
| Participant deferral / active EE | $6,964 | $4,128+68.7% | $3,373+106.5% | $5,983+16.4% |
| Admin fee / account holder | $289 | $8,047-96.4% | $5,961-95.2% | $11,252-97.4% |